Private foundation (trust)EIN 274113304Est. 2012-02
ANN A MERGENS FOUNDATION INC
SHELBURNE, VT 05482
Accepts unsolicited proposalsTotal Assets
$8.5M
FY 2023
Annual Giving
$285K
FY 2023
Grants Made
10
FY 2023
Avg Grant
$29K
FY 2023
Grant Range
$10K–$110K
Typical
Deadlines
Open / rolling
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$236K
Total Expenses
$394K
Qualifying Distributions
$366K
Distributable Amount
$385K
Min. Investment Return
$388K
Undistributed Income
$4K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
10 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
68 grants
Grant Size Distribution
68 grants
Geographic Focus
2 states
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